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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

805 hedge funds and large institutions have $10B invested in Avantis US Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 450 increasing their positions, 222 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
+8
Holders Change %
+1%
% of All Funds
10.93%
Holding in Top 10
145
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-8.23%
% of All Funds
1.97%
New
73
Increased
450
Reduced
222
Closed
52
Calls
$1.76M
Puts
$941K
Net Calls
+$820K
Net Calls Change
+$11.7M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$341M
2
Creative Planning
Creative Planning
Kansas
+$283M
3
SFA
Sequoia Financial Advisors
Ohio
+$69.6M
4
HWM
HB Wealth Management
Georgia
+$65.5M
5
CAM
Cresset Asset Management
Illinois
+$38.4M

Top Sellers

1
CW
Curio Wealth
Maryland
-$226M
2
CM
Churchill Management
California
-$218M
3
TIA
Traphagen Investment Advisors
New Jersey
-$41.5M
4
HIGP
Hill Investment Group Partners
Missouri
-$33.8M
5
Morgan Stanley
Morgan Stanley
New York
-$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
326
Enzi Wealth
Texas
$4.52M +$330K +3,977 +8%
RPCA
327
Running Point Capital Advisors
California
$4.51M -$204K -2,335 -4%
VWA
328
Visionary Wealth Advisors
Illinois
$4.5M -$669K -7,669 -13%
TIA
329
Traphagen Investment Advisors
New Jersey
$4.49M -$41.5M -476,268 -90%
SCM
330
Sterneck Capital Management
Missouri
$4.49M +$45.9K +526 +1%
SHFA
331
SC&H Financial Advisors
Maryland
$4.47M -$75.2K -863 -2%
LA
332
LexAurum Advisors
Kansas
$4.44M -$158K -1,814 -3%
LCM
333
Liberty Capital Management
Michigan
$4.37M +$115K +1,321 +3%
DPI
334
Diversified Portfolios Inc
Michigan
$4.34M +$168K +1,924 +4%
LOIM
335
Liberty One Investment Management
Illinois
$4.32M -$131K -1,498 -3%
W
336
WorthPointe
California
$4.29M +$57.8K +663 +1%
CFA
337
Cahill Financial Advisors
Minnesota
$4.25M +$2M +22,914 +89%
SWP
338
Stratos Wealth Partners
Ohio
$4.24M -$522K -5,985 -11%
Truist Financial
339
Truist Financial
North Carolina
$4.21M +$251K +2,876 +6%
FPW
340
Flywheel Private Wealth
California
$4.2M +$551K +6,323 +15%
LA
341
Lindenwold Advisors
Pennsylvania
$4.2M +$4.2M +48,212 New
TAM
342
Titleist Asset Management
Texas
$4.2M +$133K +1,526 +3%
LFG
343
Larson Financial Group
Missouri
$4.16M +$828K +9,503 +25%
CFP
344
Cascade Financial Partners
California
$4.15M +$1.45M +16,625 +54%
PWM
345
Parkworth Wealth Management
California
$4.13M +$14K +161 +0.3%
CSIA
346
Conrad Siegel Investment Advisors
Pennsylvania
$4.09M +$59.5K +683 +1%
SWM
347
Seed Wealth Management
Illinois
$4.08M +$197K +2,260 +5%
THL
348
Tillman Hartley LLC
Colorado
$4.06M +$492K +5,641 +14%
QWM
349
Quadcap Wealth Management
Texas
$4.03M +$487K +5,589 +14%
IA
350
IFP Advisors
Florida
$4.01M -$162K -1,858 -4%
12 13
14
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